TCI Wealth Advisors’s Dropbox DBX Stock Holding History

TCI Wealth Advisors’s Portfolio DBX Stock Details DBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-120	Closed	-$2.6K	–	712
2023 Q1	$2.6K	Sell	120 -8	-6%	-$175	﹤0.01%	1904
2022 Q4	$2.87K	Buy	128 +2	+2%	+$44	﹤0.01%	1878
2022 Q3	$3K	Buy	126 +11	+10%	+$246	﹤0.01%	1748
2022 Q2	$2K	Hold	115	–	–	﹤0.01%	1979
2022 Q1	$3K	Buy	115 +6	+6%	+$140	﹤0.01%	1864
2021 Q4	$3K	Hold	109	–	–	﹤0.01%	1992
2021 Q3	$3K	Hold	109	–	–	﹤0.01%	1917
2021 Q2	$3K	Sell	109 -50	-31%	-$1.37K	﹤0.01%	1727
2021 Q1	$4K	Sell	159 -20	-11%	-$481	﹤0.01%	1350
2020 Q4	$4K	Buy	179 +89	+99%	+$1.81K	﹤0.01%	945
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	1093
2020 Q2	$2K	Sell	90 -30	-25%	-$634	﹤0.01%	1043
2020 Q1	$2K	Buy	+120	New	+$2.18K	﹤0.01%	995

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return